Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,207 | $71,197-14.0% | $93,669-34.7% | $80,925-24.4% |
| Participation rate | 82.1% | 60.4%+21.7pp | 68.7%+13.4pp | 67.7%+14.5pp |
| Annual return | 15.77% | 11.27%+4.5pp | 133.59%-117.8pp | 35.65%-19.9pp |
| Employer contribution / active EE | $2,323 | $1,565+48.5% | $2,424-4.1% | $2,756-15.7% |
| Participant deferral / active EE | $5,209 | $4,036+29.1% | $4,416+18.0% | $4,299+21.2% |
| Admin fee / account holder | $2,143 | $6,959-69.2% | $8,291-74.1% | $6,940-69.1% |